Michael is a CFP® professional, A CERTIFIED FINANCIAL PLANNER™ is a formal recognition of experience in the areas of financial planning, taxes, insurance, estate planning, and retirement planning. Michael completed his Certificate in Financial Planning from the University of Miami. Michael has his Bachelor of Science degree with a major in Management from Menlo College. He holds his Series 6,7 and 63 through LPL Financial and his Series 65 through Financial Advocates Investment Management. Michael also has his California Life & Health Insurance License #0F17714
In addition to developing comprehensive financial plans for our clients , Michael handles our business client’s retirement plans such as 401ks and SIMPLE IRAs. Michael has experience in employee equity compensation: including Qualified and Non-Qualified Stock Options, Employee Stock Purchase Plans, 10b5-1 Plans, and Restricted Stock Units.
Michael is a Calistoga native. When not at Vintage Wealth, you can find him and his wife active at their church, maybe on the golf course, perhaps even fishing or hunting or perfecting his culinary skills on the barbeque at home with their son, friends and their two cats, Pinky & Rajah.
If you want something you’ve never had you must be willing to do something you’ve never done. – Thomas Jefferson